Finance Associate


Job Details

Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies including Direct Lending, Working Capital Finance and Opportunistic Credit.

The Firm is seeking a Finance Associate to join its Finance team. Primary responsibilities include fund administration and financial reporting, analysis and support of the operating expenses of each fund, NAV-related reconciliations, partners capital allocations and partners activity management, ad hoc reporting (including fund performance), assist in supporting each fund s credit facility compliance activities and special projects. Close interaction with the Firm s Investment and Investor Relations teams will also be necessary from time-to-time. The ideal candidate will have an accounting and finance background with credit experience, investment accounting system and/or data/reporting applications experience, excellent communication skills, and will be able to thrive in a fast-paced, entrepreneurial environment.

Responsibilities include:

  • Work closely with fund administrators and independent auditors to complete monthly fund reconciliation packages, prepare and review quarterly (unaudited) and annual audited financial statements
  • Evaluate, document and manage fund operating expenses, including management and incentive fees
  • Prepare and review partners capital allocations, capital calls and distributions and other capital related activity
  • Serve as a key contributor to the Investor Relations team by providing accurate and insightful reporting and analysis
  • Assist in the creation, preparation, and dissemination of key reports and information to Firm management
  • Champion solutions related to data integrity and data management
  • Assist with compliance and reporting associated with subscription lines and senior credit facilities
  • Aid in enhancing, enacting and documenting new policies, procedures, and internal controls
  • Participate in other strategic efforts, including projects that arise from time-to-time
  • Create scale and champion solutions in a uniquely situated Firm

Requirements / qualifications:

  • BA/BS required; CPA license is a plus
  • Public / private accounting experience: 3-6 years of relevant experience, credit experience (including credit-related derivatives), investment accounting system and/or data/reporting applications experience is ideal)
  • Fund partnership accounting and reporting required (credit, fund-of-funds or series limited partnership experience preferred)
  • Experience in investment performance reporting is a plus
  • Dedicated team player who is detail oriented and has strong analytical problem-solving skills





 Evolution Credit Partners

 05/16/2024

 Boston,MA